Integration of Claim Settlements into SAP ERP Billing (SD-BIL)

Claim settlement documents can be transferred to the Billing (SD-BIL) component in SAP ERP, stored as billing documents, and further processed (through to financial accounting). This enables customers already using Billing (SD-BIL) to leverage their existing investments in localization and output formatting while still taking advantage of the new claim processing capability in SAP CRM.

This integration option supports the following scenarios:

Processing of claim settlements in SAP CRM and use of Billing (SD-BIL) for the following:
- Taxation of claims, invoice claims, deduction claims, and settlements, with tax account determination in SAP ERP.
  For more information, see Claim Taxation in Trade Promotion Management.
- Output (in printed or electronic form) of settlement documents according to local legal requirements
- Document numbering according to local legal requirements
- Integration into accounting, particularly for the determination of financial accounts and profitability segments in controlling
  
  Note
  Integration of SAP CRM claim settlement data into accounting via Billing (SD-BIL) can take place concurrently with direct integration between SAP CRM and the SAP ERP accounting components (see Accounting Integration for Claim Settlements).
  
  End of the note.
- Text determination
- Integration with SAP NetWeaver Business Warehouse
Processing of rebate settlements (for example, account determination, taxation, and printing) when SAP CRM trade claims and funds is integrated with SAP ERP enhanced rebate processing.
For more information, see TPM with SAP ERP Enhanced Rebate Processing and Funds and Claims Management.

Note Note

Settlement data for prepayments and carried-over prepayments is not transferred to Billing (SD-BIL).

End of the note.

Prerequisites

You have activated the business function Claims and Funds Management (CRM_CF_1).

To use this function, you must activate the SAP ERP business function ERP, Integration with Claims and Funds Management (ERP_CF_INTEGRATION_1), available as of SAP enhancement package 5 for SAP ERP 6.0.

For data to be transferred correctly from Billing (SD-BIL) to SAP Dispute Management, the Billing (SD-BIL) component and the relevant accounting components of SAP ERP must reside in the same installation and the same client.

You need to make the settings described in the documentation for the billing feature Integration to SD Billing in Customizing for Customer Relationship Management, under Start of the navigation path Billing Next navigation step Configure Application End of the navigation path .